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Home > Support > New Users > Additional Resources for New Users > Previewing and Working with Documents Using the SmartVault Portal (Guests and Tax Clients)

Previewing and Working with Documents Using the SmartVault Portal (Guests and Tax Clients)

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Steps

  1. Sign In to the SmartVault Client Portal.
  2. Browse to the vault or folder that contains the document you want to access.
  3. Click the underlined filename for the document you want to view in your browser window.
  4. The document opens in the View in Browser mode in a separate window.
     
    CP_View_In_Browser_Infograph_Marked.png
    Some areas have been labeled with their associated step number.
     
  5. Use the File Tasks pane to perform various actions on a file.
  6. To download the document, click Download or select Download File under File Tasks.
  7. To view a list of file versions, click the Version icon or select View Version History under File Tasks.
  8. If you want to select a different version of a file, click the filename on the window that opens to download that version to your computer. 

    CP_Version_History_Menu.png
     
  9. To navigate through the pages within a file, click the Thumbnail viewer or the Previous and Next arrows.
  10. To zoom in or out of the document, click the + or - buttons, or select an option from the Zoom drop-down menu.
  11. To modify or create the file description, click View Properties under File Tasks. Enter text in the Description text box and click Save Changes when finished.

    CP_View_Properties_Window.png
     
  12. To open or print a PDF of the document, click on Open or Print PDF under File Tasks.
     
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Last modified
18:24, 21 Nov 2014

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